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If you are building a dialog for CRM 2011 and need to have it trigger an email or create a record or do some other action (like case resolution), you should be aware that the Previous button can pose a problem.
As best practice, you want to do everything you can to put any automatic actions in your dialogs at the very end. However, sometimes you can't get around putting the action somewhere in the middle of your process, and that's where you can get into trouble with your users going backwards through your dialogs.
Any time during your dialog, users can hit Previous and have it go backwards a step. This will cause a problem if the following three things happen:
In order to prevent this, you can use child dialogs to break your dialog into two pieces and disable the ability to go backwards from the second dialog to the first. To do this, make sure that after your action (such as Send Email or Create Record), you use the Link Child Dialog step to have your dialog call a child dialog to finish its process.
If you do this, as soon as your first dialog calls the child dialog, the user will be unable to hit the Previous button and go backwards. This means they won't be able to retrigger the automatic action they have already fired off.
That's it! A quick and simple tip to prevent some potential issues with dialogs in Microsoft Dynamics CRM.
Happy CRM'ing!
It does somehow mitigate the problem, but even if you do it that way, when the child dialog finishes, you still have the option to go back by pressing the previous button. The window you get is: "This is the end of the dialog. Click finish to close it." And you get 5 buttons at the button, including the previous, which really sucks!
when I go with above solution I get : "Some of the content has been changed in my dialog" this become weird user experience
Hi - We have seen users reporting this too but can't replicate in our 2016 test org. What version of crm do you have? Online or on premises ?
I have MS CRM 2016 On-Premise
Here are the screen captured for what I am doing on my RnD Organization
Can we also hide Summary and Help button from a dialog
Hi - We can't hide this in an SDK approved manner. But we agree it would be a nice flexibility to have.
This is a smart workaround. Thanks for sharing the knowledge.